AI Chips news and analysis on Web Pulse: 7114 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia CEO Jensen Huang warned Stanford students that the energy needed for computing could rise 1,000-fold due to always-on AI agents, far exceeding current capacity. He called for enhanced behind-the-meter power genera…
A financial analyst argues that the bond market is underestimating the risks of massive AI capital expenditures, as companies like Microsoft and Google invest billions in infrastructure without clear returns. The analysi…
Citi raised its price target for AMD stock on June 12, reversing a months-long skeptical stance as the chipmaker rode the broader AI rally. The move signals growing confidence in AMD's position in the AI chip market.
NVIDIA CEO Jensen Huang announced a partnership with South Korea's LG Group on humanoid robots and future data centers, including collaboration on motor and mechanical systems. The companies will build an AI factory to i…
Taiwan Semiconductor Manufacturing Company (TSMC) reported May 2026 revenue of NT$416.98 billion, up 30.1% year-over-year, and first-quarter profit of $18.2 billion, up 58%. CEO C.C. Wei raised the full-year revenue grow…
FriendlyElec released the NanoPi M6V2, an updated single-board computer with Rockchip's RK3588S SoC, 8 GB LPDDR5, a 6 TOPS NPU, and HDMI 2.1 supporting 8K/60Hz output. Priced at $172, the board targets embedded vision an…
Yahoo Finance reports that Advanced Micro Devices has surged 138% year-to-date while Nvidia has risen about 10%, with Nvidia's forward P/E at 20.65 versus AMD's 58.68. Nvidia remains the dominant GPU supplier for hypersc…
SpaceX disclosed a $920 million monthly AI compute contract with Google ahead of its record IPO, signaling the company now controls more of AI's physical infrastructure than most competitors. The deal, along with SpaceX'…
Orderly Network listed $SKHYNIX, a perpetual futures contract tracking SK Hynix, with up to 10x leverage on decentralized exchanges. The listing uses Orderly's permissionless system to offer synthetic exposure to the chi…
A developer explores the complexity of running a "Hello, World!" program on a heterogeneous system where a host processor launches code on a different target architecture, such as a DSP or AI accelerator. The process inv…
Nebius Group N.V. reported Q1 2026 revenue of $399 million, a 6.8x year-over-year increase, driven by its AI Cloud business which now represents 98% of revenue with a 45% adjusted EBITDA margin. The company broke ground …
Nvidia raised the price of its RTX Pro 6000 Blackwell GPU to $13,250, a 55% increase over MSRP from a year earlier, driven by surging demand amid the AI boom.
Cerebras Systems has developed AI chips that rival Nvidia's GPUs in performance, as demonstrated in a new video. The breakthrough positions Cerebras as a strong competitor in the AI hardware market, challenging Nvidia's …
SpaceX's valuation hinges on Elon Musk's unmatched data center construction capabilities, the cost differences between terrestrial and space facilities, and energy storage innovation, according to macro investor Jordi Vi…
US imports of data center equipment surged 109% between 2020 and 2025 to $653.1 billion, driven by AI demand, reshaping global trade and boosting Asian exporters like Taiwan, Mexico, and Vietnam. Taiwan's trade surplus w…
SambaNova Systems launched a European sovereign AI inference platform that offers managed, dedicated, and on-premises deployment options with full data residency in German infrastructure. The platform delivers up to 10x …
AMD opened preorders for the Ryzen AI Halo developer mini PC at $3,999, featuring a Ryzen AI MAX+ 395 SoC with 128 GB unified memory, 2 TB storage, and a 50 TOPS NPU. The platform targets local AI development, claiming s…
A new scenario warns that Europe is on track to lose its ability to shape its own future due to misjudging the speed and scale of AI, leading to economic and political sidelining by 2031. The report details how Europe's …
Anjney Midha, founder and CEO of AMP, said AI development is consuming unprecedented resources and that big companies dominate the landscape due to their ability to justify massive spending on AGI. He emphasized that acc…
Japan committed $2.65 billion to Rapidus for advanced semiconductor fabrication, while Chinese AI software gains cost competitiveness against US models, as global semiconductor sales surged 93.9% year-over-year in April,…